Advanced Filtering
Before you begin
Procedure
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To access advanced filtering, right-click a column header in any of the correspondence windows, and select Advanced Filters from the menu that appears.
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The Advanced Filters window appears.
- Select the columns you wish to filter via the Columns to Filter section.
- Each column type offers numerous filtering options to select from. In the example above, the Subject column is selected, and on the right-hand side of the window are the filter options available to the Subject column. The lower-right section of this window lists the filters to be applied.
- (Optional) You can save your filter configuration as a default for the Holding File, by ticking the associated check box at the bottom-left of the window.
- When you are ready to apply the filter, click OK